TORIX vs. XOM
TORIX (Tortoise MLP & Pipeline Fund) is Energy Equities fund managed by Tortoise, while XOM (Exxon Mobil Corporation) is a stock. Over the past 10 years, TORIX returned 11.28%/yr vs 10.29%/yr for XOM. A 0.65 correlation means they provide meaningful diversification when combined.
Performance
TORIX vs. XOM - Performance Comparison
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Returns By Period
In the year-to-date period, TORIX achieves a 21.93% return, which is significantly lower than XOM's 28.46% return. Over the past 10 years, TORIX has outperformed XOM with an annualized return of 11.28%, while XOM has yielded a comparatively lower 10.29% annualized return.
TORIX
- 1D
- 1.68%
- 1M
- -1.90%
- YTD
- 21.93%
- 6M
- 21.45%
- 1Y
- 23.09%
- 3Y*
- 27.19%
- 5Y*
- 21.01%
- 10Y*
- 11.28%
XOM
- 1D
- 1.99%
- 1M
- -0.08%
- YTD
- 28.46%
- 6M
- 31.23%
- 1Y
- 51.63%
- 3Y*
- 16.82%
- 5Y*
- 24.43%
- 10Y*
- 10.29%
TORIX vs. XOM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TORIX Tortoise MLP & Pipeline Fund | 21.93% | 4.94% | 42.91% | 14.18% | 22.20% | 40.84% | -29.47% | 18.33% | -15.14% | -1.04% |
XOM Exxon Mobil Corporation | 28.46% | 15.98% | 11.26% | -6.26% | 87.41% | 57.58% | -36.21% | 7.23% | -15.09% | -3.81% |
Correlation
The correlation between TORIX and XOM is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2011 | 0.65 |
The correlation between TORIX and XOM shifts across timeframes, from 0.49 (1 year) to 0.67 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
TORIX vs. XOM — Risk / Return Rank
TORIX
XOM
TORIX vs. XOM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tortoise MLP & Pipeline Fund (TORIX) and Exxon Mobil Corporation (XOM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TORIX | XOM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.41 | 3.31 | +0.10 |
| Martin ratioReturn relative to average drawdown | 8.74 | 9.46 | -0.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TORIX | XOM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 2.12 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.07 | 0.92 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.37 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.48 | -0.05 |
Drawdowns
TORIX vs. XOM - Drawdown Comparison
The maximum TORIX drawdown since its inception was -68.58%, which is greater than XOM's maximum drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for TORIX and XOM.
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Drawdown Indicators
| TORIX | XOM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.58% | -62.40% | -6.18% |
Max Drawdown (1Y)Largest decline over 1 year | -7.11% | -15.69% | +8.58% |
Max Drawdown (3Y)Largest decline over 3 years | -16.52% | -18.92% | +2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -19.75% | -20.51% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -63.04% | -61.34% | -1.70% |
Current DrawdownCurrent decline from peak | -4.88% | -10.44% | +5.56% |
Average DrawdownAverage peak-to-trough decline | -14.82% | -10.20% | -4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 5.48% | -2.72% |
Volatility
TORIX vs. XOM - Volatility Comparison
The current volatility for Tortoise MLP & Pipeline Fund (TORIX) is 6.23%, while Exxon Mobil Corporation (XOM) has a volatility of 10.10%. This indicates that TORIX experiences smaller price fluctuations and is considered to be less risky than XOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TORIX | XOM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 10.10% | -3.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 20.33% | -8.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.62% | 24.49% | -9.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.69% | 26.73% | -7.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.92% | 28.18% | -3.26% |
Dividends
TORIX vs. XOM - Dividend Comparison
TORIX's dividend yield for the trailing twelve months is around 4.20%, more than XOM's 2.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TORIX Tortoise MLP & Pipeline Fund | 4.20% | 5.03% | 4.92% | 4.36% | 5.28% | 4.29% | 5.63% | 4.39% | 4.22% | 2.92% | 1.87% | 5.96% |
XOM Exxon Mobil Corporation | 2.67% | 3.32% | 3.57% | 3.68% | 3.22% | 5.70% | 8.44% | 4.92% | 4.74% | 3.66% | 3.30% | 3.69% |
Frequently Asked Questions
TORIX and XOM have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XOM has higher volatility (10.10%) compared to TORIX (6.23%). In terms of maximum drawdown, TORIX dropped -68.58% vs XOM's -62.40%.
XOM currently has the higher Sharpe Ratio (2.12 vs 1.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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